See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $191,558 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $84,389 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $65,113 |
ASSET STRATEGY CONSULTANTS9+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 | Accounting | $26,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,224 | $88,480+29.1% | $96,683+18.1% | $80,160+42.5% |
| Participation rate | 80.2% | 79.9%+0.3pp | 74.3%+5.8pp | 72.9%+7.3pp |
| Annual return | 20.14% | 22.53%-2.4pp | 35.69%-15.6pp | 40.38%-20.2pp |
| Employer contribution / active EE | $5,079 | $4,176+21.6% | $3,737+35.9% | $2,978+70.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $171 | $212-19.1% | $6,730-97.5% | $145+18.1% |